Filed April 21, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,054 | $90,503+9.4% | $78,689+25.9% | $273,961-63.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.25% | 75.60%-65.4pp | 62.18%-51.9pp | 41.45%-31.2pp |
| Employer contribution / active EE | $5,591 | $3,176+76.0% | $2,851+96.1% | $4,869+14.8% |
| Participant deferral / active EE | $3,873 | $3,901-0.7% | $3,517+10.1% | $5,287-26.7% |
| Admin fee / account holder | $1,168 | $5,263-77.8% | $4,510-74.1% | $10,132-88.5% |